James Koenn

VP - Financial Consultant

+1 724-591-7794

Financial credentials

  • Series 7, 9, 10 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2013-present
  • Specialist, Charles Schwab, 2012-2013
  • Financial Advisor, Ameriprise Financial, 2007-2011
  • Financial Planner, One Resource Financial Consultants, 2002-2007
  • Financial Advisor, American Express Financial Advisors, 1996-2002

Education

  • BA, Bowling Green State University

Personal interests and affiliations

  • Captain, USAF 1985 -1992

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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